Huckleberry Origins is designed for investors with moderate risk tolerance who are willing to invest long-term for absolute gains. We rely heavily on a value-oriented approach to identify great companies and positions that can benefit under a multitude of market conditions.
Investors seeking long-term growth.
|Benchmark||S&P 500, Wilshire 5000|
|Concentration||15-30 individual positions|
|Target holding period||3-5 years|
|Accounts||All account types, including IRAs|
|Minimum monthly deposit||$100|